2025-10-21T16:38:24-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2024-01-01 994277603 VBH CAPGRO INC VBHC 8045219208 3961 STILLMAN PARKWAY GLEN ALLEN VA 23060 ROBIN RANSOM CHIEF FINANCIAL OFFICER 8045219208 2025-10-21 1 1 KATHRINE A WARLICK P02065266 7049985200 2025-10-21 2024 2025-03-06 01:10:19Z X JONATHAN COOK 3961 STILLMAN PARKWAY GLEN ALLEN VA 23060 2599697 0 X WWW.VBH.ORG X 2024 VA TO SUPPORT THE AFFILIATED ENTITIES OF VIRGINIA BAPTIST HOMES, INCORPORATED. 17 17 0 17 0 0 2500000 0 99697 0 2599697 0 0 0 0 0 14 14 2599683 13773108 11173425 2599683 TO ACCEPT, RECEIVE AND MANAGE REAL AND PERSONAL PROPERTY, INCOME AND MONIES EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF THE AFFILIATED ENTITIES OF VIRGINIA BAPTIST HOMES, INCORPORATED. 0 0 TO ACCEPT, RECEIVE AND MANAGE REAL AND PERSONAL PROPERTY, INCOME AND MONIES EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF THE AFFILIATED ENTITIES OF VIRGINIA BAPTIST HOMES, INCORPORATED. 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X JONATHAN COOK 8045219206 3961 STILLMAN PKWY GLEN ALLEN VA 23060 REV C NELSON HARRIS CHAIR 1.00 0.00 X X 0 0 0 MRS SARA L MARCHELLO VICE CHAIR 1.00 0.00 X X 0 0 0 MR MATTHEW SCOTT SECRETARY 1.00 0.00 X X 0 0 0 MR JAMES A BALES TRUSTEE 1.00 0.00 X 0 0 0 MS SHARON BROOKS TRUSTEE 1.00 0.00 X 0 0 0 REV DAN CARLTONO TRUSTEE 1.00 0.00 X 0 0 0 DR VALERIE CARTER TRUSTEE 1.00 0.00 X 0 0 0 MRSCOTT CAVE TRUSTEE 1.00 0.00 X 0 0 0 DR TIFFANY FRANKS TRUSTEE 1.00 0.00 X 0 0 0 MR JOHN JUNG TRUSTEE 1.00 0.00 X 0 0 0 MR ARNIE OWENS TRUSTEE 1.00 0.00 X 0 0 0 DR PAM PARSONS TRUSTEE 1.00 0.00 X 0 0 0 MR JOHN POMA TRUSTEE 1.00 0.00 X 0 0 0 MRS SUSAN C RUCKER TRUSTEE 1.00 0.00 X 0 0 0 MR GARY THOMSON TRUSTEE 1.00 0.00 X 0 0 0 MR JIM VAUGHT TRUSTEE 1.00 0.00 X 0 0 0 JOHNATHAN R COOK PRESIDENT/CEO 1.00 39.00 X 0 711925 48553 CHRISTOPHER MARKWITH CFO (THRU FEB 2024) 1.00 39.00 X 0 143720 12587 ERIK MAURITSEN CFO (AS OF MAY 2024) 1.00 39.00 X 0 160145 24428 TRACEY JENNINGS COO 1.00 39.00 X 0 394404 45574 LISA LEGEER CSO 1.00 39.00 X 0 347887 57588 JOHN P ROBINSON CMO 1.00 39.00 X 0 273378 66084 0 2031459 254814 0 0 1 0 0 2500000 2500000 99697 99697 2599697 0 0 99697 BANK SERVICE CHARGES 14 14 14 0 14 0 0 13773108 0 13773108 0 11173425 0 11173425 X 0 2599683 0 2599683 0 13773108 2599683 0 X X 0 1 X 1 0 X X X 5 CULPEPER BAPTIST RETIREMENT COMMUNITY 521368412 10 1 0 0 NEWPORT NEWS BAPTIST RETIREMENT COMMUNITY 521368408 10 1 0 0 LAKEWOOD MANOR BAPTIST RETIREMENT COMMUNITY 521368410 10 1 0 0 THE GLEBE INC 541917966 10 1 0 0 LYNCHBURG BAPTIST RETIREMENT COMMUNITY 871532163 10 1 0 0 5 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO RELATED ORGANIZATION 11173425 11173425 X PART X, LINE 2: LIFESPIRE AND EACH OF ITS SUBSIDIARIES ARE NONPROFIT ORGANIZATIONS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3). LIFESPIRE AND EACH OF ITS SUBSIDIARIES FILE AS TAX-EXEMPT ORGANIZATIONS. MANAGEMENT IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THE TAX-EXEMPT STATUS OF ANY OF THE ENTITIES. MANAGEMENT IS NOT AWARE OF ANY SIGNIFICANT ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME, OR EXCISE OR OTHER TAXES FOR LIFESPIRE OR ITS SUBSIDIARIES. LIFESPIRE AND EACH OF ITS SUBSIDIARIES FOLLOW GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE GUIDANCE HAS HAD NO IMPACT ON LIFESPIRE'S CONSOLIDATED FINANCIAL STATEMENTS. 0 1 0 0 0 0 1 0 0 JOHNATHAN R COOK PRESIDENT/CEO 0 477238 0 234687 0 0 0 39604 0 8949 0 760478 0 0 TRACEY JENNINGS COO 0 314303 0 80101 0 0 0 33421 0 12153 0 439978 0 0 LISA LEGEER CSO 0 273949 0 73938 0 0 0 44114 0 13474 0 405475 0 0 JOHN P ROBINSON CMO 0 192127 0 81251 0 0 0 34117 0 31967 0 339462 0 0 ERIK MAURITSEN CFO (AS OF MAY 2024) 0 160145 0 0 0 0 0 15561 0 8867 0 184573 0 0 CHRISTOPHER MARKWITH CFO (THRU FEB 2024) 0 143720 0 0 0 0 0 5956 0 6631 0 156307 0 0 PART I, LINE 3 THE COMPENSATION OF THE ORGANIZATION'S CEO, OFFICERS AND KEY EMPLOYEES IS SET BY THE BOARD OF TRUSTEES OF A RELATED ORGANIZATION, AFTER DELIBERATION, INCLUDING REVIEW OF THE "CHIEF EXECUTIVE OF MULTI-FACILITY ORGANIZATIONS COMPENSATION REPORT AND OTHER SENIOR LIVING INDUSTRY COMPARABILITY REPORTS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. PART I, LINE 4B J COOK SERP $76.153 PART I, LINE 6 EFFECTIVE IN 2016 THE BOARD OF TRUSTEES IMPLEMENTED AN INCENTIVE COMPENSATION PLAN BASE ON SEVERAL SPECIFIED FACTORS, ONE OF WHICH IS ADJUSTED NET OPERATING MARGIN. FORM 990, PART VI, SECTION A, LINE 6 VIRGINIA BAPTIST HOMES, INC. IS THE SOLE MEMBER OF VBH CAPGRO INC. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, THIS FORM 990 IS REVIEWED IN DETAIL BY THE ORGANIZATION'S CHIEF FINANCIAL OFFICER, AND CONTROLLER, IN CONSULTATION AS NECESSARY WITH THE ORGANIZATION'S AUDIT/ACCOUNTING FIRM AND PREPARER. FOLLOWING THE INTERNAL REVIEW, THE 990 IS SENT TO THE AUDIT COMMITTEE OF THE BOARD FOR REVIEW, AND THE FULL BOARD IS NOTIFIED THAT THE RETURN IS AVAILABLE FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES AND THE VIRGINIA BAPTIST HOMES, INC. COMPLIANCE OFFICE MONITOR AND ENFORCE THE CONFLICT OF INTEREST POLICY, IN ACCORDANCE WITH THE VBH CORPORATE COMPLIANCE PROGRAM. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE ORGANIZATION'S CEO, OFFICERS AND KEY EMPLOYEES IS SET BY THE BOARD OF TRUSTEES OF A RELATED ORGANIZATION, AFTER DELIBERATION, INCLUDING REVIEW OF THE "CHIEF EXECUTIVE OF MULTI-FACILITY ORGANIZATIONS COMPENSATION REPORT AND OTHER SENIOR LIVING INDUSTRY COMPARABILITY REPORTS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FORM 990 AND ASSOCIATED MATERIALS ARE MADE AVAILABLE AT, OR BY REQUEST TO, EITHER THE BUSINESS' LOCATION OR THE HEADQUARTERS OF VIRGINIA BAPTIST HOMES, INC. THE FORM 990 MAY ALSO BE VIEWED ON CERTAIN THIRD PARTY WEB SITES. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. 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